Member Info for Dinoken

Broomfielder, thank you for your concise analysis, on point as usual.

Your note mirrors my worst fears about what might happen next.

Don't think anybody (including myself) took this sale seriously back in November, as at the time, it looked like there would be an early election.

However, with autumn election in mind, and Hunt seeking something to put in his election war chest, IMO, a sale, which let's face it was telegraphed in his November statement on 22/11/23, suddenly looks almost inevitable ! In which case, a discounted offer would need to be made in line with points made by yourself and PSK.

Scurrilous rag has picked up on fact that election in Autumn gives Hunt option to flog his 38% to public, but to do it, he will need to offer a discount... How much discount ? IMO more than the divi but who knows.

They are being honest : 'limited requirements for further large-scale capital investment'. History says give it 6 months. Never seen a 1p cash raise before, in fact, until now, never seen a 2p cash raise before. No doubt next one will come with share consolidation.

Over last 3.5 years, recall 6p, 6p, 5p, 4.7p, 3.55p, 3p and now 2p !!!? What price next cash raise ĺ?

Mexican drug cartel's answer as to how to grow revenue ! You could not make it up ...

Appointment of a new chairman to replace Davies will probably do the trick. Just see article in Daily Mail about his latest gaff.

Can trade as per usual using Barclays Stockbroker app but does not appear as a ticker in their research tool. Latter looks like complete crap with missing details for even the largest stocks.

Recovered on LSE to close at 107.35 0.47% (0.50)

Must be new year gremlins.

Sp moving right way recently.

Wish I had topped up below 90 ...

'BT rose 1.1%, while WPP lost 1.1%, after Sky News on Monday reported that outgoing BT Chief Philip Jansen has been approached about becoming the next chair of WPP'. What an epitaph.

DWL not listed ! Anyone knows why?

Arise Sir Stephen Hester ! IMO Time to bring him back again...

GLEN without or after takeover/merger ?

Fine new year coming up, 10% of revenue, 100k per day, until core kit off. Impending doom ?

Anyone any idea who partner might be ?

Tories as the next HMG ? Cannot believe anyone thinks this is an option. IMO question is what will Labour do next, how will they manage the telecoms industry. Will they nationalise BT OpenReach ? Cheap broadband for low income families ? Etc et al ...

So much good news ! Must be time for a cash raise. Over last 3 years, recall 6p, 6p, 5p, 4.7p, 3.55 and 3p. What/when next ?

Fantastic result with the footie rights. Looks like projected annual spend is less than Chelsea spent on their team this year !

Looking at the weekend articles in Mail about Marc Allera's future strategy, was interested to see that BT consumer services to be rebranded as EE as of this week. More surprisingly, that EE is to take on Curry's and Amazon as supplier of consumer electrical goods, that EE is to become a one-stop shop encompassing multiple subscriptions into one. I'm no Queen but is this reality ? Or is this just fantasy ? Does BT/EE really stand a chance of achieving this ?

IMO

Would have expected the BOD of any company where minority shareholder announces that they are considering a public offering to have something to say about it, but not a peep. Maybe, like me, they see no point in commenting on grounds the replacement government expected in new year is unlikely to promote wider share ownership, so chances of a public share sale are literally zero.